Suggestion: Please include a filter for reimbursement dates!

EC_TL

I have to reconcile the reimbursements that come through the bank, and sometimes reports dated July will be reimbursed in October, so I have to search report ID's, find the earliest date, and use that date to filter. Then when I pull the CSV file, I have to delete all of the other transactions within those dates that have been reimbursed in dates prior to October.

Stephanie Elliot

Thanks for the idea, @EC_TL! I moved your post to the Ideas category so that other Community members can vote on it. Don't forget to cast your vote!